Download and Access Reports
Your workspace provides several reports to track Operational and Financial performance. These reports can be generated and downloaded quickly, allowing you to manage your workspace efficiently.
Things to Keep in Mind
- Access:
- Owners and Managers: Can generate and download all reports, with options to filter by specific Pros for certain reports.
- Members: Can view and download their Order Reports and Refund Reports.
- Time Periods: Select predefined time ranges or set a custom date range.
- Report Storage: Reports generated within the last 24 hours are available in the Downloads tab.
How to Download Reports
- Go to Reports: Navigate to Reports from the sidebar.
- Select a Report: Click on the report type you want to generate.
- Additional Options:
- For Order Reports and Refund Reports, Owners and Managers can generate reports for specific Pros or for the entire workspace.
- Other reports are generated for the entire workspace.
- Send to Email (Optional): You can opt to receive the report via email.
- Download Report: Once generated, you will be redirected to the Downloads tab, where you can access and download the report.
Still Need Help?
Contact our support team.
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